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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,853 | $78,707+68.8% | $117,861+12.7% | $70,126+89.4% |
| Participation rate | 90.9% | 73.2%+17.7pp | 79.7%+11.2pp | 69.5%+21.4pp |
| Annual return | 14.30% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $5,878 | $2,223+164.4% | $3,786+55.3% | $2,343+150.9% |
| Participant deferral / active EE | $4,978 | $3,297+51.0% | $4,482+11.1% | $3,332+49.4% |
| Admin fee / account holder | $105 | $5,066-97.9% | $8,021-98.7% | $4,645-97.7% |